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I've used A2X with another bookkeeping client to record all the details related to sales deposits with much success. Now I've just added a new client. It was so easy to get the connections between A2X, Shopify and QBO set up. In less than 2 hours, the set-up was complete, the transactions for 3 months' deposits were entered in QBO, and I had completed the Sales tax records - which anyone who sells across Canada knows can be tricky - but no problem at all with this set-up. A real-time saver!!!!
Wow! This is amazing - thank you for taking the time for this review and for putting it all in hours.
It means a lot for all of us to see it in numbers - as numbers are what we love - especially when they reconcile :)
As you mentioned, anyone selling across Canada is aware of all complexities, and we are always eager to learn more and see how A2X can make it all as automated as possible while maintaining accuracy.
Thank you for your trust and for helping us grow - we wish to do the same and you can always count on our support team to help you grow your client base while becoming an A2X expert along the way :)
Not having a capability of sending individual invoices and customer data from Shopify to Xero made this app no good for our requirements. It would work ok for someone just looking for a bulk payout reconciliation but not individual invoices.
Hi there,
Thank you so much for your review and details shared.
You are correct, A2X will fetch the payout data that contains all your individual orders, however A2X will not post the data as individual orders to the accounting system. We do not send individual orders to the accounting system and therefore the level of detail for invoicing customers is not in A2X.
The fact that we consolidate the data is one of the main features of A2X, so we have sellers using A2X processing just a few hundred orders a month right up to hundreds of thousands of orders per month, and the beauty of A2X is that they never have to change systems as they grow. Our main focus is the overall accounting data as this is what allows you to easily reconcile and have accurate, compliant accounting without having to duplicate individual orders and customer info that is captured and held in Shopify.
A2X will create an invoice per payout. If the payout covers a period inside of one month, then A2X will create one invoice. If it covers a period which spans over two months, then it will create two invoices in Xero (one for each month) to ensure your sales and fees are accounted for in the correct month.
A2X will fetch the payout data that contains all your individual orders, however A2X will not post the data as individual orders to the accounting system.
The main reasoning behind that is:
a) We have found that when doing Shopify accounting based on order data it is extremely hard to ever correctly reconcile to the payments in your bank account
b) Cloud accounting packages generally recommend against having too many transactions in your accounting system - your accounting system will never get clogged up. As your Shopify business grows, the large number of invoices becomes increasingly difficult to manage and less useful for management reporting. For example, if you have 100's of orders per day, you likely do not want to review each one within your accounting system but you do need complete confidence that Shopify paid you the correct amount and how that payment reconciles to your sales and fees.
A raw settlement file containing all individual transactions will be available for you to download from A2X for your records. This file will also be sent over to Xero attached as a file named 'settlement-report.txt' for audit purposes.
Kindly reach out to us anytime at support@a2xaccounting.com if you would like to discuss any of our features or integrations, we are all happy to help where we can.
With warmest regards,
Jana K.
A2X CS Team
I was super excited to use this app as it was supposed to sync COGS and I can't find any QBO syncing apps that do that.
But really it does not. What it does, is it allows you to upload all of the costs for your products with a CSV file. So anytime you need to update a cost or add a new product, you have to update it A2X also. I'd rather just make a weekly or monthly COGS entry than deal with that.
On top of that, the template you're supposed to use links to the SKU. Well if you use the SKU as an address in your warehouse and not as a unique identifier than that does not help you.
*Update: I've got to up my rating to 5 stars just simply for the customer service. They're wanting to set up meetings with me to discuss how exactly they could develop the app to meet my needs. That's pretty awesome.
I did decide to go with another app and am already invested in using it. But, I will definitely keep A2X in mind for the future.
Hi Emma,
Thank you for leaving a review. Sorry to hear you have not found A2X helpful for Syncing COGS. Cost of Goods Sold is a feature in A2X that will calculate the total cost of the products you sell on Shopify for each settlement period and send the transaction to your accounting system so that you can correctly record the changes in inventory and cost of sales. This will give you an accurate view of your gross profitability and margins directly in your financial reports. COGS is only one of many features that A2X can offer you. A2X will ensure you bring in all the Sales and Fees, that will reconcile to the amount paid to you. I would be more than happy to get on a call with you to better understand the problem you are having with the COGS feature and to discuss how A2X can accurately automate your Shopify accounting.
This is a must have not a nice to have application. It makes bookkeeping so much simpler. Using a2x with xero is the only way to go to keep your accounting in order. highly recommend it.
So far my experience has been great. Setup was easy and customer service has been great. Looking forward to see how it works on the long run.
Its a great way to keep on top of all things financial, takes just a few minutes and it's done. A2X has worked well for me on my other eCom platforms so it seemed like a natural addition to Shopify.
Very easy to use and has saved me a lot of time with reconciliations, no errors or discrepancies, very happy :)
This may be a good app, but it doesn't make the pricing clear until you get it installed and connected to your QB account. Then you find out everything you can't do until you pay for an A2X account in addition to your QB subscription. All it says on the Shopify App Store page is "free to install, Pricing tiers based on orders volume". Why not make the pricing clear from the beginning? I'll use something else that is upfront about their pricing.
Hey, thank you for leaving your review and for making us aware of this problem. We have now updated our listing to show the tiered prices of A2X. Sorry for any confusion caused. Please email me at ellen@a2xaccounting.com, I hope we can work something out and rectify your experience.
As the bookkeeper for Natural Vegan Products, I can say that I am thrilled to have found this integration from A2X that not only allows easy reconciliation with our accounting software "Xero" but also give us COGS $$.
That combined with the best in class support - from onboarding all the way through to the day to day gets this app a 5 Star review in my books!
Kelly from KC&Company
Canadian Bookkeeping for Online Entrepreneurs
A2X makes bookkeeping fast&accurate.Payouts match, flexible mapping.Great Support!Highly recommend!